The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACV AUCTIONS INC | COM CL A | 00091G104 | 6,937,260 | 457,000 | SH | DFND | 1 | 457,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,115,295 | 49,750 | SH | DFND | 1 | 49,750 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 14,918,040 | 114,000 | SH | DFND | 1 | 114,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 35,593,600 | 280,000 | SH | DFND | 1 | 280,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 13,694,716 | 326,220 | SH | DFND | 1 | 326,220 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 1,720,245 | 157,100 | SH | DFND | 1 | 157,100 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 14,330,800 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 3,375,614 | 115,881 | SH | DFND | 1 | 115,881 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 460,105 | 8,500 | SH | DFND | 1 | 8,500 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 9,681,773 | 32,250 | SH | DFND | 1 | 32,250 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 3,757,120 | 9,950 | SH | DFND | 1 | 9,950 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 434,990 | 1,000 | SH | DFND | 1 | 1,000 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 2,279,680 | 64,000 | SH | DFND | 1 | 64,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 5,475,060 | 27,000 | SH | DFND | 1 | 27,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,326,362 | 36,200 | SH | DFND | 1 | 36,200 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 8,308,545 | 185,500 | SH | DFND | 1 | 185,500 | 0 | 0 | ||